The Event List shows the events that are accessible from your account. Note: excludes templates.
The list excludes events marked as templates. You can access those from the Templates page.
You can view it as a List or in a Calendar. Your preference persists when you return to the page.
If your account has any sub-accounts, you see the events listed by sub-account. Note: Multiple levels of sub-accounts? If you have multiple levels of sub-accounts, only those in the next level down are shown. Navigate down to a sub-account to see events in its sub-accounts.
To work on an event, click that row in the list to go to the Event Dashboard for that event. Note: Event in a sub-account? If that event is in a sub-account then you would then be working in that sub-account. So if you then returned to the Event List, it would list only the events in that sub-account (and any sub-accounts below it).
Jump down to:
Add a New Event
Add a New Event opens a New Event modal window where you choose one of these two options:
- Go to Template Browser – Go to the Event Templates page, where you create an event based on a template event.
- Don't Use a Template - Start From Scratch – Go to the Add Event page, where you enter all the initial details.
Export
Export List exports the list to an Excel or CSV file. Note: The exported recognizes any filters you have applied.
Recent Items
Recent Items is a panel on the right. Recent Items lists shortcuts to the items you've accessed most recently: individual events, registrations, forms, etc.
Filter the List
You can limit the list of events displayed using various filters. Your choices are remembered when you return to the Event List.
Click the Magnifying Glass button to apply filters you've changed.
Status
Status selection limits the list of events displayed.
Status selection can include:
- Select All
- one or more individual statuses, which include Testing, Live, Cancelled, etc.
Start/End Periods (unlabeled)
Start/End Periods selection limits the list of events displayed.
Start/End Periods selection can include one or more options:
- All Events
- Ongoing Events
- Upcoming Events
- Starts in next __ Days (30, 60, 90, 180, 365)
- Ended in last __ Days (30, 60, 90)
More
More selects further filters.
More includes:
- Event Owner
- Time Zone
- Tags
- Custom Event Fields
- Standard Event fields
Search
Search restricts the list of events displayed using the prompt text in the empty field. The prompt text is "Name, Code, Location or External ID". Search can include any word(s) or part of a word.
Search restricts the list to events with that string of characters in one of these fields:
- Event Title
- Event Code
- External Event ID
- Event Location (City, State or Country)
Example: Searching for "Conference" or even "onf" would return events such as "Sales Conference 2020".
Note: The filters are all applied. Technically, the filters are logical 'AND' clauses. For example, if the Status filter is Testing then searching on "Conference" would not return a "Sales Conference" event that was Live.
Event List
Default Columns list events with a few default columns. The default columns include Event Title and Start Date.
More columns lists the data fields you can select as extra columns. More columns are available by clicking the vertical ellipsis in a column heading. Clearing a selected column excludes it.
Additional columns include:
- Capacity
- Registered
- Status
- Availability
- External Event Id
- Date Created
- Date Modified
- Event Notes
- Event Owner
- Event Timezone
- End Date
Sorting: Click a column heading to sort by the values in column.
Copying events: Click in the last column to copy the event. This takes you to the first page of the Copy Event Wizard. There you can search for previous events to copy and even choose to copy down into a child account.
Preview form: Click in the first column to preview an event's primary form. Preview form likely confirms that the event is the event you are looking for.
Columns:
- Event Title – The name given to the event in Event Setup.
- Start Date – The date the physical event will begin on site.
Start Date is configured in Plan > Event Setup > Details.
- Location – Where the event will be held.
Location is configured in Event Setup > Location.
- Event Code – The unique code given to the event in Event Setup.
- Complete – The number of attendees who have registered and have progressed completely through the registration form.
Complete includes progression all the way to the confirmation page.
More information about Registrations is available on the Event Dashboard shown when you click an event's name.
Other Event Lists (FYI)
Users of two particular User Types don't see this event list. Instead they see more limited versions tailored precisely to their roles.
- A Reviewer sees an event list of the events to which they have been assigned as a reviewer.
This reviewer assignment is available when the Qualification and Approvals module is in use.
- A Reports Only user sees an event list with the reports available to their assigned role in each event.